Summary:
00:02 BYD overtook Tesla as the global leader in EV sales
02:28 BYD overtakes Tesla as the number one EV manufacturer in China.
04:40 BYD prioritizes global presence over US passenger EVs
06:53 BYD’s journey from battery making to electric vehicles
09:10 BYD’s meteoric growth and success in the Chinese and international markets
11:36 BYD’s success stems from innovation, vertical integration, and price competitiveness.
13:59 BYD’s popularity over Tesla in price sensitive markets is due to lower production costs and economies of scale.
16:14 BYD’s flagship model SE is seen as a genuine threat to the Tesla Model 3.
18:19 BYD faced obstacles, including a pause in Australia, Warren Buffett’s stock sell-off, and an EU investigation.
20:18 BYD’s success surpassing Western counterparts
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